macrium site manager user guideupdates.macrium.com/reflect/v7/user_guide/macrium...v7.2.3985 -...

09 May 2019Date:

6Version:

Macrium Site Manager

Macrium Site Manager User Guide

Table of Contents

Introduction to Site Manager 5Overview 5

5

Requirements and Installation 5

Release Notes 6Site Manager Release Notes 6

Central Management Console Release Notes 13

Interface Overview 20Accessing the Site Manager Interface 20

Logging In 20

The Dashboard Page 20

Setup Pages 23

Restore 25

Other Tasks 26

The Settings Page 29

Installation and Update 30Installing the Site Manager Service 30

Update 32

Licensing 33Overview 33

Standalone Licenses 33

Macrium Agent Licenses 34

Managing Macrium Agent Licenses 34

Configuration and Security 37Security 37

Configuration 38

Access Control 50

Scheduling Centrally Managed Backups 55Setup - Computers 56

Setup - Backup Definitions 72

Setup - Schedules 83

Setup - Repositories 93

Monitoring and Management Tools 134Reviewing Backup Logs 135

Reviewing Event Logs 137

Managing and Restoring Backups 149Restoring an Image through Site Manager 150

Manual Restore Options 157

Verifying Images 158

Synchronizing a Repository with a Remote Server 159

Troubleshooting and Advanced Guides 166Troubleshooting Agent Communications 167

Deploying Site Manager Agents Using SCCM 182

Migrating Site Manager to a new Computer 187

MultiSite Integration 192

Agent User Scripting 194

Site Manager Agent Communications Changes 198

Site Manager Advanced Communications Logging 203


v6 Copyright © 2019. Paramount Software UK Ltd. All Rights Reserved. Page 4

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This guide describes the capabilities of Macrium Site Manager, and provides information on how to use it to

configure and use Site Manager.

There are a number of sections to this guide, covering all areas from installation and use through to troubleshooting

and integration with other products. The sections available are:

Introduction to Site Manager - general overview of Site Manager, showing the basic concepts and elements

involved

Interface Overview - introduces the basics of accessing and getting started with Site Manager

Installation and Update - how to install Site Manager and how to keep it up to date, including system

requirements

Licensing - how the licensing model works, what licensing is required and how to update licenses

Configuration and Security - an overview of how security and networking is managed in Site Manager and

the different configuration options available

Scheduling Centrally Managed Backups - how to set up or modify a set of scheduled network backups in

Site Manager

Monitoring and Management Tools - how to use Site Manager to monitor scheduled backups and be notified

about important events

Managing and Restoring Backups - how to access backup files or restore computers from backup

Troubleshooting and Advanced Guides - a set of troubleshooting guides covering common areas and

problems encountered with Site Manager



Introduction to Site Manager

Overview

Site Manager enables backup, restore and monitoring of multiple networked computers running Macrium Reflect

technology. The Site Manager server is installed as a Windows service on a server computer and may be accessed

using a web browser user interface. Supported browsers are Google Chrome, Firefox, Microsoft Edge and IE 11.

A is installed on each remote computer which then communicates via TCP/IP to a single installed Macrium Agent

instance of the This service also exposes an HTTP/HTTPS server service on a Macrium Site Manager Server.

configurable port which enables web browser sessions to manage the installed computers.Macrium Agent

The Site Manager Server service can be installed on any single networked PC or Server. Both Domain and

Workgroup networks are supported.

Requirements and Installation

The server can be installed on all Windows operating system from Windows 7 and later, 32 Macrium Site Manager

or 64 bit.

The Agent which runs on managed computers can be installed on any Windows operating system from Windows XP

onwards.

MSMQ version 3 and onward is required in the Server in order to support old versions of the Agent, this is a standard

Windows feature. MSMQ will be dropped in future version of Site Manager. The Server installer will automatically

enable MSMQ if required.

A detailed installation guide for the server is available . Agent computers can be installed through the server here

either automatically or through manual install. More details on this process are available here.



Release Notes

Site Manager Release Notes

v7.2.4276 - 2019-05-09Added

Added ability to grant non-Administrator users or security groups access to Site Manager

Added ability to connect to non-joined Domains for login authentication

Added CSV export to Computers page

Added Agent Config Tool to test connectivity from Agent to Server

Added option to disable automatic Agent updating

Added option to Computers page to migrate Agents to another Site Manager

Changed

Changed Agent to Server communications to use TCP/IP sockets instead of MSMQ for flexibility and

performance reasons. See for more details.KnowledgeBase

Changed MultiSite integration to show status in settings page and support upcoming MultiSite changes

Improve performance of repository checks and reduce number of login events in Windows Event Log

Updated email sending to support TLS 1.1 and produce more readable errors

Updated Macrium Reflect Backup components to latest release

Fixed

Fixed date not showing in Summary Email subject line

Fixed Repository last synchronization times to display dates as well as times

v7.2.4091 - 2019-03-13Fixed

Fixed about page being blank for offline Site Manager installations

Fixed crash when remote syncronization credentials become invalid

v7.2.4075 - 2019-02-26Fixed

Fixed standalone license keys not being read from some Agents

Fixed license key table showing MAL licenses in the standalone license list

Fixed drop-down selection on Run Now and Schedule Backup dialogs from sometimes failing to select the

correct item



v7.2.4000 - 2019-02-11Changed

Improved forecast performance with large numbers of scheduled backups

Fixed

Fixed issue with restore, validation and image browsing interfaces failing to validate image file passwords

under some circumstances

Fixed issue with restore failing with an error in "iLib::GenerateXMLRestore"

Fixed email settings showing the incorrect options for encryption after a page refresh

Fixed disk view in new definition dialog being broken by new Chrome version

Fixed dashboard notification widget options interface not updating when it should

Fixed an issue where building rescue media on a computer with both the Site Manager Agent and Macrium

Reflect installed could fail

v7.2.3985 - 2019-01-23Fixed

Fix for VSS timeout errors on some systems

Fix for Agent showing older Rescue Media creation interface

Fix unusable dialog boxes when adding triggers on a smaller resolution screen

v7.2.3971 - 2019-01-15Added

Updated the Agent to use Reflect 7.2 technology including updated CBT drivers and WinRE based restore

environment

Added CSV export to license and event log pages

Added clear event log facility

Added Azure repository type

Added default install credentials for remote Agent install to settings

Changed

Improved dashboard loading performance

Improved forecast performance

Updated event log page to improve look and performance

Improved internal repository credential handling

Made repository sync errors clearer

Fixed

Fixed issue preventing backups on some headless Windows Server Core systems



Fixed Site Manager not using HTTPS-only cookies when configured to use HTTPS

Fixed Repository browsing not picking up changes when whole folders were manually deleted from

repositories

Fixed crash on startup when encountering corrupt image files

v7.1.3778 - 2018-10-23Fixed

Initial setup wizard was not setting HTTPS mode correctly

Forecast view was not showing weekly triggered backups which have multiple days of the week selected

v7.1.3720 - 2018-10-09Added

Remote synchronization of repositories - a repository can now be configured to synchronize with an SFTP

server or any Windows share (including Azure and AWS Storage Gateway) on a daily basis.

Configuration backup and restore - from the settings page, Site Manager configuration can be backed up,

downloaded and restored, to help disaster recovery or redeployment

Added an option to set the description for a computer

Added the Local Repository type. This repository type is to allow computers with locally attached storage to

be backed up and managed by Site Manager

Changed

Adding computers will now not start the network scan automatically - in addition, there is a new option to list

computers from a Windows domain server

Adding a MAL license key when the Site Manager server will now prompt for an offline activation key instead

of failing

Improved Event Log and Backup Log performance

Fixed

Slack instructions now contain the correct link

Removed older cryptographic cipher suites from HTTPS

v7.1.3436 - 2018-07-24Fixed

Fixed image browser returning "Unable to start PSMounterService" error

v7.1.3420 - 2018-07-20Fixed

Fixed last operation columns in computers view not displaying correctly



Fixed repositories with no credentials showing the wrong status

v7.1.3396 - 2018-07-18Added

New dashboard interface with resizable widgets and warning tiles

New branding and colour scheme, including updates to side menus and tables

Ability to open backups and download individual files from the browser

Allow the number of days a computer has gone without a backup before a warning is added in the summary

email to be set in the interface

Changed

Changed license checking code to recheck licenses more frequently if the check failed due to network

issues, this should help reduce problems caused by temporary internet disconnections during Site Manager

startup

Improve loading times when starting up the interface

Improve a number of UI components including time pickers

Improve backup summary emails to include computers which are waiting to backup, computers which failed

to start backups and other conditions which may need attention

Fixed

Fix a rare crash on server stop

Fix backups not showing in the restore view if there are no repositories when the Site Manager service was

started

Fix deferred backups not being deferred correctly

v7.1.3268 - 2018-06-13Added

Option to install agents without creating desktop shortcuts

Added pause and cancel buttons to detailed backup progress dialog

Added ability of the agent to run a user-supplied script to disable backups (e.g. when on WiFi or VPN)

Changed

Improve computer name sorting

Improve time display in time picker

Additional Wake on LAN options for retry and timeout

Improve Environment Check tool to be more flexible about different IP configurations

Fixed

Fix issue with being unable to edit the 'Test Recipients' field for email



Fix issue with broken screen layout when editing schedule triggers multiple times on a smaller resolution

screen/window

When restarting the server, paused backups should no longer be lost from the dashboard progress widget

v7.1.3017 - 2018-03-29Added

Implement metered licensing

Wake on LAN option in schedules

Fixed

Agents which cannot receive communications from the server should no longer appear as managed in the

UI

Fix crash in restore PE environment when source image cannot be read

Improve performance of the dashboard when large numbers of updates are happening

Fix unauthorised agents generating unnecessary network communications

Fix fortnightly schedules triggered close to midnight on a Saturday occuring on the wrong week

Fix crash when removing an agent immediately after refreshing the agent status

v7.1.2916 - 2018-02-27Fixed

Fix exit to login screen on restore

Fix email notification defaults not being applied until settings are saved

v7.1.2910 - 2018-02-26Added

New calendar view of schedules

Email notification of individual events

Changed

License keys now require an internet connection on startup to validate

Performance improvements

Updated settings page to be more responsive

Improve forecast display and performance

Fixed

Fixed retention rules not being applied to old backups when changing partitions in a Backup Definition

Fixed case where remote install of agent could fail claiming computer is offline when it isn't

Fixed memory leak when adding multiple computers with large numbers of backup logs simultaneously



Fixed consolidation rules not being correctly applied when a Backup Definition is changed after backups

have been taken

Fixed rare crash on login

Fixed backup summary computer showing nonsensical numbers when a Site Manager has no computers

Fixed rare instance of computers being lost from the dashboard on reboot

Fixed agent version displayed in 'Programs and Features'

Fixed performance issues when running with over 200 agents

v7.1.2860 - 2018-01-24Fixed

Fixed summary emails not appearing correctly on iPhones and other clients

Fixed agent not logging events in the Windows Event Log correctly

v7.1.2821 - 2018-01-08Added

Added capability the repositoriesBrowse

Added function to delete backups from the repository browse feature

Added network information diagnostic to the detail panel in computers view

Added warning to agents which require a reboot for the CBT component to function

Improved speed of file listing from repositories

Added region selection to AWS Storage Gateway repositories

Added new filters to Backup Definitions to exclude some disks/partitions from the backup

Added computer health information to summary emails

Added different computer icon to show which computers are Virtual Machines

Changed

Improved error handling for Repository connection errors due to network problems

Improved performance with large numbers of agents

Improved performance of agent related data requests

Updated logos and icons

Added warnings for deleting a Backup Definition which has been used to create backup images

Added paging in restore and verify file lists to better handle large numbers of files

Added icons for full, differential and incremental images to restore and verify tables

Updated 'Unprotected Computers' dashboard widget to show more useful information

Disabled cancelling of backups in places it's not valid to cancel



Moved log resync function to details panel of the agent

Improved performance with large number of active backups

Fixed

Fixed issue where restore does not show backups from some NAS repositories

Fixed issues where transient network errors could cause a repository to require manual intervention before

reconnecting

Fix issue with support upload uploading the wrong data

Fixed confusing error when adding a version 7 upgrade key with a base v6 key fails

Fixed spurious timeouts and backup failure messages happening when a verification operation takes an

extremely long time

Fixed license key upgrade dialog not being hidden correctly in some situations

Fixed complex Backup Definitions with overlapping rules not backing up the correct backup set

Fixed some display issues with selected months in Schedule triggers

v7.1.2678 - 2017-11-06Fixed

Fixed issue where computers with both the Agent and Site Manager server installed would generate large

numbers of Windows Event Log events

Fixed issue with verification page not allowing file additions

Fixed issue with a crash on computers using third-party encryption tools

v7.1.2657 - 2017-10-20Fixed

Fixed Backup Definition rules becoming unavailable after creating a new Backup Definition

Fixed Backup Definition wizard last page being incorrectly aligned

Fixed monthly Schedule triggers not displaying the active months correctly

v7.1.2625 - 2017-10-03Changed

Central Management Console is now Macrium Site Manager

Updated user interface, numerous fixes and updates

Update license page layout

Updated 'Unprotected Computers' dashboard widget to group computers and be clearer about errors

Improved performance of user interface

Agent backup technology is now based on Macrium Reflect 7.1 technology



Site Manager is able to work with repositories protected with Macrium Image Guardian

Central Management Console Release Notes

v6.3.1846 - 2017-09-29Changed

Internal changes to support upgrade to Site Manager 7.1

v6.3.1844 - 2017-07-04Changed

Update 'Disk Image Insight' widget description to be more accurate

Fixed

Fix a bug where an unauthorised computer can appear in the error state

Fix broken Knowledgebase links

v6.3.1833 - 2017-06-14Added

Interface and wizard to upgrade to version 7 of CMC when released

Added facility to upgrade licenses to version 7 on both Macrium Agent Licenses and standalone Reflect

licenses installed on agent computers

All trial licenses will automatically be upgraded to version 7 licences

Added 'Standalone Keys' view to 'Licenses' page, showing all computers with standalone licenses, whether

they exempt the computer from consuming a MAL and an upgrade facility

Changed

Agents which repeatedly fail to patch to the latest release will be flagged as having an error in the computers

view. To fix this, perform a manual full install or remote full install on the agent

Show additional information for Macrium Agent License keys such as support information and version

Tidy layout of 'Image Status' widget

Fixed

Starting a Run Now backup now updates the forecast immediately

Macrium Agent Licenses which become invalid can now be removed

Improve handling of unicode values in computer descriptions

Fix cancelled backups having a duration of 0 seconds in summary emails



v6.3.1791 - 2017-04-17Changed

Improved backup performance in some cases

Fixed

Remote management integration fix

Log view will no longer display a loading spinner forever when there are no logs or computers

Scheduled backups can fail for systems with very large and complex disk configurations

Fixed repository loading forever in some cases

Fixed Environment Check tool to continue with checks if LLMNR broadcast IP check fails

v6.3.1787 - 2017-04-10Added

Added settings for remote management integration

Added start date for schedule triggers

Fixed

Fixed bug where a month by day schedule trigger with multiple weekdays set would not show some days on

the forecast

Fixed bug causing backup errors on some systems with multiple simultaneous user sessions

UI fixes for overlapping fields and button issues at some resolutions

Fixed bug where a failed update download would require a server restart to recover

v6.3.1773 - 2017-03-23Fixed

Fixed edit definition dialog. Navigation buttons inaccessible

Fixed edit retention rules. Fields overlap each other in Firefox and Edge

v6.3.1769 - 2017-03-22Added

Add Windows Event Log notifications - this can be configured in the Notifications section of the Settings view

Added 'Last Activity Time' column to the Computers view. This column is hidden by default

Changed

Updated definition view to show computers which are fully and partially backed up more clearly and improve

performance

Improve performance of the computers view during heavy activity



Improve performance of all views which list computers

Improve performance when multiple simultaneous backups are being performed

During restore, check that the image file was created from the computer which is being restored

Fixed

Fixed rare issue where the dashboard would not come out of the 'initializing' state

Fix multiple tooltips being on screen at once in the forecast view

Fix update available pop-up message appearing while already downloading an update

Fix some rare network logon issues during backup

Fix scheduled backups not being updated when a computer is affected by licensing issues

Fix issue where attempting to update a repository with incorrect credentials would take that repository offline

Fix issue which caused the service to crash when stopped in service manager

v6.3.1757 - 2017-03-10Fixed

Repositories showing 'Unknown Error' in some conditions

Improve Agent network handling

v6.3.1750 - 2017-03-03Added

Automatic logout of the console after period of inactivity (configurable in security settings)

Additional logging for launching backup on remote agents

Fixed

Fixed issue where antivirus on a client could block backup and stall all scheduled backups

Fixed issue where sometimes the dashboard would not leave the 'initializing' state

v6.3.1738 - 2017-02-22Added

Added drag and drop reorganisation of Dashboard widgets

Added detailed progress log button to progress widget and Computers page

Added additional information to the forecast to show which stage the backup is performing

Added additional information to the backup progress widget to show backup source and target

Added ability to set multiple agent passphrases simultaneously

Changed

Made notification of new Management Console versions more obvious



Repositories with incorrect credentials now enter an error state instead of repeatedly retrying the credentials

Schedules and Definitions in the 'Scheduled Backups' section of the Repository page are now links back to

the appropriate page

Added key version to the Macrium Agent License table in the Licenses page

Limited the number of notifications in the Dashboard notifications widget to 100 for performance reasons

Fixed

Added scroll bars to verification view when a large number of files are verified

Fixed forecast display not updating when backups complete

Fixed a scheduled backup hanging if it is run when another scheduled backup to the same computer is

already in progress

Fixed computers sometimes appearing as both 'Managed' and 'No Agent'

Spacing on disk and partition tables in the computers view is fixed

Fix issue with email not being sent in some circumstances

Fix Definition page not showing the correct definition as being selected in the left hand menu under some

circumstances

v6.3.1713 - 2017-02-02Fixed

Fixed issue where some log files were not limited in size

Fixed issue where fields under settings would only show the numeric parts of mixed alphanumeric content

v6.3.1708 - 2017-01-31Added

Ability to rearrange dashboard panels using drag and drop.

Update agent preinstallation to have a user interface and provide diagnostics on network and

communications.

Changed

Updated remote installation of Agent software to distinguish between offline computers and computers with

firewalled WMI components.

Update startup sequence so that large numbers of agents are handled more efficiently.

Remote installation of Agent software is now limited to 10 simultaneous installs to reduce network and

system load. If more than 10 installs are requested, excess installs will wait until an earlier one completes

before starting.

Updated Amazon AWS Storage Gateway repositories to store local share information in the Storage

Gateway, making re-adding AWS Storage Gateway repositories simpler.

Improved computer view to no longer close menus during high update activity.



Updated computer connection code to fall back to IP based message sending when communication cannot

be established with an agent.

Improved handling of domains in Repository create/edit interface

Fixed

Upgrading an agent now correctly blocks scheduled backups for that agent and vice versa.

Fixed email summary showing SQL and Exchange Backups as 'Image' backups.

Fixes for validation on Settings page.

Layout fixes for Internet Explorer 11.

v6.3.1699 - 2017-01-16Changed

General performance improvements.

Fixed

New widgets added to the were not persisted in some cases.Dashboard

v6.3.1694 - 2017-01-11Added

New security option to configure agent passphrase usage to simplify setting up and maintaining a

deployment-wide security policy. Existing installations will generate a new random passphrase which can be

seen and modified in the security section of the Settings page.

Fixed

Intermittent connectivity issues

Corrected various UI text labels

v6.3.1680 - 2016-12-26Added

Number of Computers linked to a is now featured prominently in the UI.Backup Definition

New Event Log events added for Email reports.

Failed log files are now attached to Email Summary reports.

Email Summary Reports can now show error messages.

Changed

Updated a 3rd-party UI library ( ).Contains several fixes & improvements

Assorted minor UI improvements.

Fixed

Invalid data entered during wizard could prevent progress through the wizard.Restore



Duplicate Email Summary reports being sent for some users.

v6.3.1669 - 2016-12-15Added

CMC system restore will now copy required drivers from the client Windows OS for the PE rescue

environment. This enables automatic system restores to cater for NIC and RAID hardware not natively

supported by Windows PE.

Fixed

Problems with starting the Agent service on some Windows 7 32-bit computers. This has been resolved.

v6.3.1666 - 2016-12-12Added

Amazon AWS Cloud Storage Gateway integration. You can now associate an AWS Cloud Storage Gateway

with a repository. This enables easy tracking of the upload buffer and other parameters provided by AWS.

System image restore now copies static IPv4 assignments to the Windows PE rescue environment.

When launching the Macrium Agent version of Reflect, if the Agent service isn't successfully communicating

with the CMC then an appropriate diagnostic error message is now displayed.

Changed

New tabbed layout for the computers view makes fixing problem computers easier.

New layout for the licensing view makes managing licenses more intuitive.

Fixed

Scheduled backups could run twice if the first backup was initiated a second prior to the schduled run time.

This has been resolved.

SMTP server configuration was incorectly setting 'Plain Text' authentication. This caused emails to an SMTP

server without authentication to fail. This has been resolved.

Summary backup emails could incorectly report the backup duration by 1 hour.

Many small bug fixes and enhancements.

v6.3.1630 - 2016-11-15Fixed

Backups could fail to authenticate against repositories causing the failure 'The user name or password is

incorrect'. This has been resolved.

v6.3.1629 - 2016-11-14Added

Backup Queue improvements:



The 'Backup Now' function in Backup Definitions now queues jobs on the chosen Repository, reducing

network flooding

Schedules now contain a backup options section to improve the reliability of backups. This adds the

following features:

Scheduled backups for offline computers may now be deferred until the computer is online instead

of failing.

A number of attempts can be set for failing backups. If a scheduled backup fails, it will be

reattempted up to 10 times after the specified number of minutes has passed

Summary Emails

Column configuration, email sending time, and inline email view. Choose which columns appear in the

summary email, preview the results and enter the time of day for automatic sending.

Dashboard Widgets

The 'Backup Status' and 'Computers' widgets can now be clicked to view the detail behind the numbers.

Changed

The verify view UI has been redesigned to make the verification steps more logical.

License summary section is now more readable.

Computer now have an 'Upgrading Agent' status.

Fixed

Backup forecast view could hang indefinitely when displaying the forecast. This has been resolved.

IE11 compatibility Improvements.

v6.3.1596 - 2016-10-21Initial public release of the Macrium Central Management Console (CMC)

The Macrium CMC enables backup, restore and monitoring of multiple networked computers running Macrium

Reflect using a Web browser user interface. Supported browsers are Google Chrome, Firefox, Microsoft Edge and

IE 11.

A Macrium Agent service is installed on each remote computer which then communicates using Microsoft Message

Queueing (MSMQ) to a single installed instance of the Macrium Server service. This service also exposes an http

server service on a configurable port which enables web browser sessions to manage the Macrium Agent installed

computers.



Interface Overview

Accessing the Site Manager Interface

Once installed, the Site Manager interface is available via web browser. Chrome, Firefox, Edge and Internet Explorer

11 are supported. If this is the first time the Site Manager has been run on this computer, the security configuration

profile selection screen will be shown. For more details, see .Installation and Update

For the default simple setup profile, the Site Manager is accessible only from the computer it is installed on via

http://localhost:2904

In the default secure setup, Site Manager is accessible from https://:2904

Logging In

If Site Manager has been configured to require a login, the following screen will be shown:

Select a login provider to authenticate against its associated authentication resource. Some login providers are

created automatically and enable domain and local administrators to login. More information can be in Access

.Control

If the Site Manager installation is not configured to require login, the dashboard page is shown instead.

The Dashboard Page

The Dashboard page is shown after login:



The Dashboard page shows a fixed set of warning tiles at the top, to indicate whether there are any items of concern

in the Site Manager deployment and a number of different widgets to monitor the status of the Site Manager and

connected computers. The overall layout of widgets and the configuration of each widget is stored on a per-user

basis, so different users can set up their Dashboards in different ways.

The warning tiles are:

Warning Tile Description

Computers backed up Number of computers which have a recent backup and where the last

backup was successful.

Last backup failed Number of computers where the last backup failed.

Repository errors Number of repositories which are in an error state.

Unscheduled computers Number of computers which are not part of a scheduled backup and do not

have a locally scheduled backup in Macrium Reflect.

Offline computers Number of computers which have been added to Site Manager but which

are not currently connected.

Unlicensed computers Number of computers which cannot backup because they don't have a

valid license (either a standalone Reflect license or a server-assigned

Agent license)



To edit the widget layout, click on the button on the top right of the screen. The Dashboard will Edit Dashboard

enter edit mode:

The top bar allows new widgets to be added to the Dashboard - clicking a button will add a widget to the Dashboard

below the existing widgets. Multiple widgets of the same type may be added (e.g. adding two Repository Disk Usage

widgets to show disk usage on two different repositories). The configuration may also be saved or changes

discarded here.

Below this, individual warning tiles may be turned on or off.

In the large Dashboard area, the currently enabled widgets can be moved by dragging them, resized by dragging the

resize handle on the bottom right or deleted by using the delete button on the top right.

The available widgets are:

Widget Name Description

Forecast An overview of any upcoming backups - may be configured to show different repositories or

time periods

Activity Progress bars and information for any currently backing-up computers.

Computers Overview of the status of computers currently being managed, and their connection status.

Image Status A bar chart of image results for a chosen time period.



Widget Name Description

Notifications The events and notifications which have been generated by the management server, with

tools to filter and delete them.

Repository Disk

Usage

The free and used space on a repository, shown in pie chart format.

Unprotected

Computers

Warnings about computers with failed backups.

Setup Pages

These pages are grouped under the 'Setup' heading in Site Manager and contain all the setup and configuration

steps for .Scheduling Centrally Managed Backups

ComputersThe page manages the connected client computers of the Management Console and provides tools to Computers

add, remove and configure them.

Backup DefinitionsThe page contains definitions of what and how computers should be backed up. These Backup Definitions

definitions can be run manually or scheduled to run automatically:



SchedulesSchedules describe when backups should be run and the rules behind retention of backups.



RepositoriesRepositories are locations which backup data is saved and managed. A Backup Definition can be set to backup to a

Repository according to a Schedule.

Restore

The Restore page allows image stored in repositories to be remotely restored onto a managed computer in a simple

manner. See for details.Restoring an Image through Site Manager



Other Tasks

These pages contain functions outside of setting up automated backups, restoring images or configuring Site

Manager.

The Verification PageThis page is used to verify the integrity of any backup images stored in your repositories. See for Verifying Backups

more information.

https://knowledgebase.macrium.com/display/CMC/Verifying+Backups



The View Logs PageThe View Logs page is used to review backup history and gives access to all backup logs on connected computers.

For more detailed information see .Reviewing Backup Logs



The View Event Log PageThe event log contains a log of all the actions that have been taken in Site Manager and can be used to help review

activity and audit the system. See for more details.Reviewing Event Logs

The Licenses PageThe Licenses page is used to display license information for connected clients and allow management of Macrium

Agent Licenses to enable clients without standalone Macrium Reflect installed to be licensed and managed. See

for more details.Licensing



The Settings Page

The Settings page contains settings for security, third-party integration and controls for features such as notifications.

See for more information.Configuration and Security



Installation and Update

Installing the Site Manager Service

The Site Manager service can be installed on any computer or Virtual Machine running Windows 7/Windows Server

2008 R2 or greater. As the service must be running to perform scheduled backups, it should be installed on a

computer which is not turned off during these times.

Download

The Site Manager Server is available for download as either a 32-bit Windows Installer or a 64-bit

Windows Installer.

The download links can be found on .this page

The installer provides a standard install interface:

https://www.macrium.com/site-manager



Once installed use a local web browser to connect to the running server on the default port 2904. ( http://localhost:

).2904

Upgrade Installs

If you are upgrading from a previous installation of Site Manager, the protocol (http or https) and port will

be set to the previously configured values

The first time you access the web interface, you will be prompted to select a security level to complete the security

configuration:

The recommended security level is for internal and test installations and for production Simple Setup Secure Setup

environments. may also be chosen to import a saved configuration from another Site Manager Import Setup File

server.

These security settings may be changed at any time from the page of Site Manager.Note: Settings

After selecting your security configuration Site Manager will immediately restart

http://localhost:2904/http://localhost:2904/



Update

The Site Manager service will periodically check for updates with Macrium servers. If there is an update available,

the following message will be shown on login:

If you click on this message or visit the page, an button will be displayed:OK About Update Now

Clicking this will download the update, apply it and automatically restart the Site Manager service. When the Site

Manager service restarts, it will update the individual agents which are connected. Any offline agents will be updated

as soon as they connect to the Site Manager.

Any backups in progress during the update will continue and the agent performing the backup will not be

upgraded until the backup has completed.

Due to the time and network traffic that upgrading causes, we recommend that upgrading the Site

Manager is only done when there are no scheduled backups running.



Licensing

Overview

The Site Manager server can be installed and run with no license key or restriction on running. However, when

adding computers to the Site Manager to be managed, each computer requires a license to be successfully

managed.

There are two models for licensing - a license is deployed to the client computer as part of a standalone Macrium

Reflect install or licenses can be added to the Site Manager server and dynamically allocated to client computers as

needed. Licenses allocated in this way are called Macrium Agent Licenses

Standalone Licenses

If a computer to be managed already has an installation of Macrium Reflect with a valid Macrium Reflect license, this

computer can be managed by Site Manager with no further licensing required. The Site Manager will automatically

detect that the client computer has a valid Reflect license when it connects for the first time after the agent has been

installed - no configuration is necessary.

Managing computers with standalone Macrium Reflect licenses has the following benefits -

Ease of transition from managing computers individually to via Site Manager - no licensing changes are

needed to start using Site Manager

No dependency on Site Manager server - if a computer has a standalone license, then it will be able to run

and use Macrium Reflect even if it cannot contact the Site Manager server. This is especially useful for

laptops and other devices which are not always connected to the LAN

Extended options for servers - Individual servers which have the Server Plus edition of Macrium Reflect can

still use Reflect to conduct Exchange and SQL backups, even though these features are not included with

the Macrium Agent License edition of Reflect.

Macrium Reflect 7 Home, Workstation, Server and Server Plus licenses qualify as valid licenses for Site Manager.

Licenses earlier than version 7, Free Edition or any trial license are not valid.

Computers using standalone keys may be reviewed on the section. This shows all computers with Standalone Keys

standalone keys and whether they are valid for use within Site Manager:



Macrium Agent Licenses

Macrium Agent Licences (MALs) are installed on the Site Manager Server and each license provides a number of

seats. These seats are automatically assigned to computers as they are connected to the Site Manager server. If a

computer is removed from the Site Manager server, the seat is freed for use elsewhere. This makes using MALs

quick and easy to use as they require no special client configuration. Multiple seats can be managed with a single

key, making key and license management easier.

The drawback of these licenses are that they are dependent on communication with a Site Manager server - if the

client computer cannot contact the Site Manager server, the agent cannot be used to perform backups as a

standalone edition of Reflect could.

Managing Macrium Agent Licenses

The section of the Site Manager interface provides an overview of Macrium Agent License seats available Licenses

and used in the section. Summary



This page also displays warnings if any agents are unlicensed or there is a shortfall in the appropriate

license type. This may occur when there are insufficient workstation licenses for all workstation computers

but excess server licenses. In this case, Site Manager will assign a server license to a workstation.

The individual Macrium Agent License keys can by added, removed and viewed on the tab:Agent Keys

The fields shown are.

Field Description

License

No.

The license key

Licensed

To

The user or company the key is licensed to

Key Type The type of key. This may be , or Server Workstation Server (VM)

Number

of Seats

The number of computers which may be licensed by this key.

Status Valid or . This shows the status of the key as determined by the Macrium license serverInvalid

Key

Expiry

The date the key expires if the key is a trial.

Support

Status

Whether this key has paid support and when the support expired/will expire

Validation

Type



Field Description

Online or . If a key is added when there is no working internet connection, it can be added as Offline

an offline key if you have an appropriate validation key from Macrium. Online validated keys require

regular checks with the Macrium license server, but are easier to add, remove and manage.

Pressing the button will allow you to add a license. Please note if you enter an older version 6 key, you Add License

will be prompted to upgrade the key to version 7. If the version 6 key is eligible for a free upgrade, that will be

performed otherwise Site Manager will ask for an upgrade key.

In addition to multi-seat Macrium Agent License keys, standalone keys from Macrium Reflect (Workstation

and Server editions) may be added as 1 seat Macrium Agent Licenses. These licenses are treated like

any other Macrium Agent License and are not tied to specific computers.

This is intended to ease the transition to using Macrium Agent Licenses for customers who have a number

of existing Reflect licenses. If you want to use the Reflect license as a standalone license on a specific

computer connected to Site Manager, you do not need to enter the license here

Offline Keys

If the Site Manager server is not connected to the internet, adding a MAL will display a code and link to

the Macrium website which can be used to activate the key for offline use and provide a validation key

which can be entered in the Site Manager interface to enable the offline key.



Configuration and Security

Security

Agent Communications

Web Interface Access

Configuration

Email

SMTP

Summary

Slack

Security

Access Restriction

User Permissions

Connection Settings

Agent Security

Notifications

System

Server Name

Configuration Transfer

Remote Management

User Profiles

Agent

This section is intended to discuss the security involved in Site Manager and show how these features and other

features can be configured through the Site Manager interface.

Security

The various forms of network communication in Site Manager have some built in security with options for further

configuring them.

Agent CommunicationsCommunications between agent and Site Manager server are always encrypted using 256-bit AES encryption. This

happens automatically, key generation, negotiation and encryption are all done without any additional configuration.

In addition, a passphrase can be set in the Site Manager. This passphrase is set on any successfully connected

agent and prevents any other Site Manager taking over that agent unless the new Site Manager has the same

passphrase set.



The purpose of this passphrase is for use in high integrity or untrusted environments where a guarantee that only the

Site Manager server that has been configured for that agent can access that agent is required.

If a passphrase has been set on an agent, it will fail to connect to a Site Manager which does not have the

matching passphrase set. Reinstalling the agent will reset the passphrase.

The agent passphrase can be set in the section of the settings below.Agent Security Security

Web Interface AccessThe web interface used to access the Site Manager interface can use HTTP or HTTPS. By default the Site Manager

uses HTTP access but is only accessible from the computer it is installed on. This restriction can be removed in the

section of the page.Connection Settings Settings

If the interface is exposed to a potentially insecure network or the internet, we recommend using HTTPS. When

HTTPS is first enabled, a default self-signed certificate is used. This certificate is not recommended for use outside

secure networks as it is shipped with every Site Manager installation. Any certificate in OpenSSL .PEM file format

can be used in place of the built in certificate. If you have keys in a different format, the OpenSSL command line

utility can convert a variety of formats. See for details.https://www.openssl.org

Configuration

To configure the settings for Site Manager, access the page from the main menu:Settings

This is divided into a number of sections which are explained in more detail below

https://www.openssl.org/



EmailThe Email section is divided into two subsections - for setting up server details and for SMTP Summary Emails

configuring which emails are sent automatically.

SMTPThis section allows Email server settings to be configured, including security settings.

Option Description

Recipient's Email

Addresses

A semicolon separated list of email addresses which status emails will be sent to.

Sender's Email

Address

The email address the summary emails will be sent from.

Subject Text which should be added to the subject line of each email - this can be used to help

differentiate emails from multiple Site Manager installations

SMTP Server The address (DNS or IP) of the SMTP server to use for sending.

Connection Type

and Port

The type of connection used by the SMTP server. Supported options are:

Plain Text

Secure Sockets (SSL/TLS)

Transport Layer Security (STARTTLS)

Authentication The authentication method used by the SMTP server. Supported options are:

None



Option Description

Auto-Detect

Challenge/Response Authentication (CRAM-MD5)

Secure Username/Password login (AUTH LOGIN)

Username/Password login (AUTH PLAIN)

Microsoft NT LAN Manager (NTLM)

SMTP Username

and Password

The username and password for the SMTP server. If left blank, no username will be used.

Test Email Sends a test message to the recipients entered in the test box. If there are errors in the

send, they will be reported back.

SummaryThe summary section allows configuration of daily backup summary emails as below:

The options available are:

Option Description

Enable Backup

summary emails

This toggle can be used to turn summary emails on or off

Send Time The time when the daily email will be sent

Select Columns Which columns should appear in the summary email. Changes to this section are

reflected in the email preview underneath



A preview of the daily email with the selected columns is shown below the

SlackThe Management Console supports sending notifications to Slack. Once configured, the types of notifications can be

configured in the Notifications section, below.

Option Description

Enable Toggle this to enable/disable Slack notifications.

Slack API

Token

This is your API authorization token. This allows the Management Console to post to your company

Slack account.

Workspace

URL

This is the subdomain of your company Slack account. Usually this will be your company name.

Channel Here you can specify which channel you wish to post to in Slack. You may wish to create a new

channel in Slack for your notifications.

Test

Notification

This button sends a test message the the slack channel configured above.

SecurityHere you can customize the various security options for the Management Console.



Access RestrictionThis section is about controlling how permissive Site Manager is with respect to who can access the dashboard and

from where. Finer control is provider under the section.User Permissions

Option Description

Authentication Here you have the option to enable/disable the login prompt for new sessions connecting to the

Management Console.

Session expiry time can also be set to ensure that if the Site Manager interface is left open in a

web browser, it will automatically log out after a specified number of minutes being idle.

Network

Access

Here you can restrict network access to the Site Manager web UI to the server computer only or

allow other computers to connect.



User PermissionsDialogs to manage login providers and Site Manager access permissions can be accessed here. The provider

manager is used to create, configure and delete login providers and the permissions manager is used to set

permissions for each provider. For more information see: .Access Control

Connection SettingsThis section allows you to configure HTTP/HTTPS connection settings for the Management Console. The defaults

should be fine for most installations but you may wish to provide your own SSL credentials and possibly alter the

ports if they conflict with other applications on your server.

The main choice here is whether you wish to use HTTPS or plain HTTP.

By default, Site Manager supplies a self-signed certificate for HTTPS operation. As this key is shared

between all Site Manager installations, it should not be considered secure if the Site Manager server is

exposed to the internet or in any sensitive deployment. In these cases, we recommend an alternate key is

used.

The keys supplied must be in OpenSSL .PEM format.

Option Description

Port You can change the communication port for both HTTP & HTTPS independently.

Certificate path You may wish to use your company SSL certificate to prevent browser warnings when using

HTTPS.

Private key

path

If you change the SSL certificate you will need to provide the matching Private Key file.

Agent SecurityThis section contains additional security settings for Agent communications. It allows an additional passphrase to be

set - using a passphrase means that once communication has been established with an agent on a remote

computer, the remote computer will only communicate with Site Manager servers which have the same passphrase

set. This is intended to prevent any rogue processes emulating a Site Manager server from gaining access to the

agent on a remote computer.

If a computer is added after previously having a passphrase set, the computer will be listed as in the Unauthorized

computers list. To manage the computer, either the Site Manager server must have the correct passphrase, the

passphrase on the agent must be changed (Requires local administrator access to the computer) or a passphrase

can be entered on the Site Manager server to allow one-off access.

Notifications



NotificationsHere you can select which notifications appear in the User Interface, the Windows Event Log, over Slack or email (if

configured).

The options available are:

Update available - sent when a software update to the Management Console is available.

Backup Started - sent when a backup has started to run on a managed computer

Backup Successful - sent when a backup has completed successfully on a managed computer

Backup Failed - sent when a backup has completed unsuccessfully on a managed computer

Queue Empty (daily) - sent when a scheduled queue of backups has completed all operations until the next

day. Useful to note time taken for scheduled overnight backup operations

Queue Scheduling Errors - send when the server fails to start a backup on a managed computer. For

example, if the computer is offline

Remote Operation Failed - send when a fatal error happens when attempting any operation on a managed

computer

Remote Synchronization Started - send when a repository starts remote synchronization with another

server

Remote Synchronization Successful - send when remote synchronization with another server succeeds

Remote Synchronization Failed - send when remote synchronization with another server fails

Additionally, there are options to set whether relevant backup logs should be attached to emails and how many days

without a backup should be allowed before the daily summary email warns that a computer is unprotected.

SystemThe system section contains options for modifying the behavior of the overall system. The options available are as

follows:



Server Name

Option Description

Server

Name

Allows a custom server name to be set. This server name will be shown in the title/tab bar of the

browser, at the top of the CMC interface and in email subject lines.

This allows organisations with multiple CMC installs to easily tell them apart. The naming options are:

Do not display a name - this is the default setting

Display the server Computer name - uses the NetBIOS name of the server

Display a custom name - the name entered in the field will be usedCustom Name

Configuration TransferThis section has options for backup up, downloading and restoring the Site Manager configuration:

Option Description

Archive Update the configuration archive on the Site Manager server with the current Site Manager

configuration. Once complete, the timestamp shown by the option will Download configuration

be updated

Import

settings

Upload a previously create Site Manager configuration backup and apply the settings to this Site

Manager server. The current Site Manager configuration will be overwritten

Download

configuration

Download the latest created archive in the browser. This can be used to provide a backup of Site

Manager settings in case of server hardware error



Remote ManagementThe Remote Management section controls integration with Macrium MultiSite. If remote access is enabled and the

HTTPS port configured in the section is exposed to the internet, the Site Manager can be managed by Security

Macrium MultiSite.

The options in the section are as follows:Remote Management

Option Description

Enable Enables the remote management interface for Macrium MultiSite on the same port used for

HTTPS access. This does not affect HTTPS access.

API Key This key is required to authorize MultiSite to access the Site Manager.

Copy Copies the API key to the clipboard to make transferring it easier.

Generate New

Key

Generates a new API key, replacing the old key. Note that if this Site Manager is managed by

Macrium MultiSite, the key must be updated in MultiSite for continued access.

The section will only appear if Remote Management is enabled. This section will show MultiSite Connection Status

the current status of the Site Manager's connection to MultiSite. The button retries the MultiSite connection Refresh

if there are issues.

User ProfilesThis section controls the per-user configuration of the Site Manager Dashboard and interface



Option Description

Reset

dashboard

layout

This option will restore the dashboard to the default layout, removing all widget layout and

notification tile customization. This only applies to the currently logged in user

Reset table

layouts

This option will remove any changes to the table layouts on all Site Manager pages. This includes

moving, hiding or sorting columns. This only applies to the currently logged in user

Reset all

layouts

Removes all customization for all users and resets Site Manager to default layout settings

AgentThis section controls how Site Manager agents and remote agent installation work



Option Description

Install

Settings -

Quiet Agent

Install

Setting this option will change the default install options for the remote agent install to install the

agent without creating desktop or start menu shortcuts. This applies only to new agent installs

and not to existing ones

Install

Settings -

Auto Update

If this option is set, the server will automatically update the agents when a new version is

available

Maximum

Simultaneous

Updates

This option specifies the number of updates that will be performed simultaneously

Install

Credentials

This option allows you to set credentials which will be used to install remote agents. This is

useful if the majority of computers you wish to install agents on are on a domain which is not the

same one used to log in to the Site Manager server

Server

Connection

Details



Option Description

To change these fields while agents are connected will cause the server to send the new details

to the agents. When an agent receives the new details, it will drop the connection connected

and try to reconnect to the server. If the agent is not able to reconnect or if it wasn't connected

when the details were changed the details must be manually set on the agent via Agent Config

tool or remote install

Server

Connection

Details -

Server IP

Additional IP addresses the Agent should use to communicate with the Site Manager. If not set,

the Server NetBIOS name and any additional configured DNS names will be used instead.

Server

Connection

Details -

Server DNS

Additional DNS names the Agent should use to look up the Site Manager server IP address. If

not set, the Server NetBIOS name and any additional configured IP addresses will be used

instead.

Server

Connection

Details - TCP

Port

The TCP/IP port used by Site Manager to communicate with Agents. If this is changed, the Site

Manager server will update all connected Agents and restart.

Agent Server Connection

When installed via the Remote Install feature, Agents will automatically be configured with the NetBIOS

name of the Site Manager server. The Agent will attempt to resolve the NetBIOS to an IP address and

connect to the Site Manager server.

Additional IP addresses or DNS names may be configured to allow Agents to connect. The Agent will try

all IPs and names to connect to Site Manager until it finds one which works.



Access Control

Introduction

Login Providers

Managing Login Providers

Configuring Permissions

IntroductionSite Manager can be configured to allow different users on the Site Manager server or a Windows Active Directory

Domain to login to Site Manager.

By default members of the Administrators group on the Site Manager server and members of Domain Administrators

on the Site Manager server's domain can login. Additional domains and permissions can be configured as described

below.

Login ProvidersLogin providers serve as the interface between Site Manager and an authentication resource. There is a unique login

provider for each authentication resource so that permissions for each resource can be managed independently by

configuring the associated provider. Three types of Login Provider currently exist:

Login

Provider

Type

Authentication

Resource

Included by

Default

Notes

Server

Local

User Account

Control

Yes This provider interfaces with accounts local to the Site Manager

server. Administrator accounts will always have permission to

access Site Manager. This provider cannot be deleted.

Server

Domain

Active

Directory

Yes (if the Site

Manager server

is connected to

a domain)

This provider interfaces with the domain the Site Manager

server is connected to. It is created automatically and can not

be removed by the user. Domain Administrators can always log

in using this provider.

Domain disconnections

If the server is disconnected from its domain then the

provider will be converted to a Domain provider. A

new Server Domain provider will be created when

Site Manager upon reconnecting to a domain.

Domain No



Login

Provider

Type

Authentication

Resource

Included by

Default

Notes

Active

Directory

This provider interfaces with Active Directory domains other

than that which the Site Manager server is connected to.

Active Directory compatibility

Site Manager must connect with a Domain Controller which supports the Virtual List View controls (a part

of LDAP V3) for permissions to be set for accounts on the Domain. LDAP over SSL will be used if

available.

Managing Login ProvidersDomain providers are created and configured by the user (Server Local and Server Domain providers are created

automatically on startup) through a dialog accessed through the security settings page.

All providers are listed within the provider manager dialog. Providers can be configured or removed by clicking the

respective buttons in the table. New providers can be created by clicking the button, which opens the a dialog to Add

configure a new Domain provider.



A Domain provider can be configured with the following fields:

Field Notes

Name A friendly name which is displayed to users. If no name is provider then the provider will be named

after the domain it is associated with.

Domain

controller

The host name of a domain controller. This can be in the form of a DNS-style name, a NetBIOS

address or an IP address.

Custom ports

Site Manager will communicate with the domain controller using LDAP. To use custom

ports (other than the default of 389 or 636) specify the domain controller in the hostname:

format.port

Username The username of an account on the domain. The credentials of this account will be used to perform

any lookups against the LDAP server.

Password The password of the account specified by the username entered in the previous field.

After clicking "Save", Site Manager will check the validity of the configuration. If a provider can be created then the

configuration is saved and a provider is added to the list of providers in the previous window. Otherwise, the an error

message will appear explaining the problem.

Configuring PermissionsNext to the button on the security settings page is the button. Clicking this Manage Provider Manage Permissions

button will open the permissions management window.



Permissions are configured separately for each provider; it is necessary to select the correct provider from the

combo box before configuring permissions.

A table listing the active permissions is below the provider selection field. Here the names of authorized users and

groups are displayed. All members of an authorized group are given the permissions of that group. Permissions can

be deleted by clicking the button. Click to add permissions. Note that changes to permissions Remove Configure

can be discarded by clicking cancel.



The structure of the directory is navigable through the tree on the left, which shows the folders and Organizational

Units which have been configured on the domain. On the right is a table listing the users and groups in the selected

folder. Rows can be selected to add corresponding permissions when the button is pressed.Add



1.

2.

3.

4.

Scheduling Centrally Managed Backups

Configuring the Site Manager to perform centrally scheduled backups can be done by following the Backup Group

section of the menu on the left hand side of the user interface as shown below:

The sections are:

Computers - This section allows you to add client computers to the Site Manager, remotely install the Site

Manager agent and monitor communication status between agents and Site Manager.

Definitions - This section is used to create Backup Definitions - a set of template based rules which allow you

to quickly define backups for multiple computers simultaneously. A Backup Definition can also be run directly

from this page, creating a single point in time backup

Schedules - This section is used to create Schedules - a set of rules which determine frequency of backups

(daily, monthly etc), which type of backup is created (full, differential, incremental) and what backup retention

rules apply.

Repositories - Repositories are storage locations for backups - once a repository has been created, a backup

definition can be scheduled to run in the repository



Setup - Computers

Viewing and Managing Computers

Toolbar Buttons

Additional Toolbar Buttons

Computer Details

Disks

Legacy

Adding a new computer to Site Manager

Scan Network

Add Computers by Domain

Add Computers

Add Computers Manually

Installing the Site Manager Agent

Installing the Agent via Remote Install

Steps to Remote Install

Problems with Remote Installation

Installing the Agent Manually

Adding Computers With Agents Preinstalled

Removing Clients from Site Manager

Viewing and Managing ComputersRemote computers are viewed and managed from the page of Site Manager, under the Computers Backup Group

heading on the left hand side column. This page displays a list of all managed computers and relevant status

information:



This view is divided into a number of tabs, each representing a set of computers in particular states. Underneath the

tab, there is a toolbar with functions appropriate to each state.

Toolbar ButtonsEach tab shares seven common toolbar buttons. They are:

Add - Adds new computers to Site Manager. See the section later on this page for details.

Remove - Removes selected computers from Site Manager.

Install Agent - Uses remote MSI tools to install or reinstall the remote agent on computers.

Update - If automatic update of Agents is turned off in settings, this button can be used to initiate Agent

updates

Refresh - Updates computer data from the selected computers

View Log - Shows backup, restore and clone logs from the selected computer in the pageView Logs

Export - Exports the computers table data as CSV. This can be imported into other tools.

Additional Toolbar ButtonsEach tab has a set of additional options for recovering agents in that state. The list of tabs, description of what each

state means and which toolbar options are available is listed below:



Agent State Description Additional Toolbar Buttons

All All computers added to Site

Manager are shown in this

view.

None - to recover computers in error states, first go to

the tab for that specific error.

Connected

Connected (Reboot

Required)

Connected (Update

Required)

The computer is online and

running a remote agent.

Progress shows a dialog box with detailed

progress information on a currently running

backup or restore operation.

Migrate allows Agents to be transferred to

another Site Manager server. See Migrating

for more detailsAgents

If the status is the Connected (Reboot Required),

computer is online, as in the status, but Connected

there is a reboot pending due to an agent upgrade. The

Agent will continue to function normally but will not use

the CBT driver until it's rebooted.

Connected (Update Required) Agents are running out

of date Agent software. These Agents will either update

automatically or require the function to be used Update

depending on the Site Manager settings

Initializing The Agent is negotiating their

connection with the Site

Manager Server.

None - Initializing Agents cannot be interacted with until

they enter the stateConnected

Installing Agent

Upgrading Agent

The Agent is in the process

of installing or upgrading

Agent software

None - These Agents cannot be interacted with until the

install or update operation is completed.

Unlicensed The computer does not have

an appropriate standalone or

Macrium Agent License.

Add Key is a shortcut to the licenses page

where an appropriate key can be entered to

provide Macrium Agent Licenses. Alternatively,

if a copy of Macrium Reflect is installed on an

computer and the computer status Unlicensed

refreshed, it will change state to .Connected

Unauthorized Mismatch between the

passphrase on the Agent

and Server

Set Passphrase allows the passphrase for the

selected agent to be updated to the one used

installing the Agent. If the passphrase set on

the server and the agent match, the computer

will re-initialize and enter the state.Connected



Agent State Description Additional Toolbar Buttons

Disconnected The Site Manager agent is

not connecting to the server

Agents in this state may not have an Agent installed or

may be experiencing communications issues. To

resolve this, the Agent can be installed by the Install

function or manually on the Agent computer. If Agent

the agent is already installed on the computer, see the

page for more Troubleshooting Agent Communications

details.

Error The agent or computer has

encountered an error which

needs manual intervention

If a computer is in an error state, there will be a short

description of the error as part of the status. For

example .Error: Failed to upgrade agent

Computer DetailsEach managed computer row can be expanded to show detailed information on the computer. To open or close the

computer detail information, click the marker on the left hand side of the computer row. The information is divided ?

into tabs, as follows:

DisksThe disks and partitions on the computer are shown here, to help in determining how and what to backup from this

computer.

LegacyThe legacy tab contains information from agents about standalone Macrium Reflect installations. This tab is included

to help with the transition of backup scheduling from being locally scheduled on each computer to being centrally

scheduled on the Site Manager.



A list of .xml backup definitions and script files stored locally on the computer are listed here and may be run

manually from Site Manager with the ' ' option.Run Now

After pressing 'Run Now' a dialog will pop up to select the type of backup (Usually Full, Differential or Incremental but

may have other options for different backup types) and confirm the backup:

Adding a new computer to Site ManagerIf there are any problems with adding computers, the section has details of Troubleshooting Agent Communications

all ports, services and network requirements for adding agents to Site Manager.

Using the button on the toolbar in any tab of the computers view will display a list of methods to use to add Add

computers to the Site Manager server.



The different methods available are:

Scan NetworkThis mechanism runs a network search using Windows Networking. The results of this may vary depending on

Windows version and network conditions.

Once the scan has completed, the following computer list is shown:

Columns may be filtered and sorted as in other Site Manager tables. To add computers, check the computer names

to add and click the button.+ Add



If the computers to be added are not listed, they can be added manually using the button Add Unlisted Computers

or the network search repeated using the button.Refresh List

Once the computers have been selected, the dialog will show progress and the result of adding them:

The Site Manager Agent is not installed as part of the dialog. If the Agent is not already Add Computers

installed on the added computers, it must be installed using the feature below or manually Remote Install

before the newly added computers can be managed.

Add Computers by DomainThis option allows a Windows Active Directory domain to be queried for available computers. Selecting this option

will bring up t

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